See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,227 | $148,534-13.7% | $135,903-5.6% | $139,434-8.0% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 7.03% | 79.19%-72.2pp | 68.23%-61.2pp | 372.94%-365.9pp |
| Employer contribution / active EE | $2,249 | $5,243-57.1% | $4,856-53.7% | $4,751-52.7% |
| Participant deferral / active EE | $10,326 | $8,100+27.5% | $7,758+33.1% | $6,710+53.9% |
| Admin fee / account holder | $1,104 | $12,400-91.1% | $10,762-89.7% | $11,403-90.3% |